Businesses leaving spreadsheets
Companies whose records have outgrown Excel.
Finance Automation & Digital Accounting
Accounting System Migration
Support moving from spreadsheets or legacy systems to modern accounting platforms.
Overview
How we help with Accounting System Migration
Migrations go wrong in predictable ways: opening balances that do not agree, VAT history that will not reconcile, and a period where nobody trusts either system. Planning prevents all three.
We plan the migration around a clean cut-off date, agree opening balances back to your last set of accounts, transfer open sales and purchase items with their full detail, and carry across the transaction history you need for comparison and VAT purposes.
After go-live we run a parallel check on the first period so any difference is found while it is still small and traceable.
What's included
Everything covered in this service
This is a controlled transfer of agreed accounting data, balances and open items between systems, followed by reconciliation and cutover. It is not the initial design of a brand-new ledger or a general automation project. See accounting software setup for configuration, digital bookkeeping for the recurring record process, and finance automation for connected workflows after migration.
- Migration planning and cut-off date selection
- Opening balance agreement back to your last accounts
- Transfer of open sales and purchase ledger items
- Historic transaction and VAT data carried across
- Chart of accounts redesign during the move
- Post-migration reconciliation and first-period check
Who it's for
Built around how you actually operate
Businesses on legacy desktop software
Companies moving from old desktop systems to cloud platforms.
Businesses changing platform
Companies switching between cloud systems for better fit.
FAQs
Accounting System Migration: common questions
Can we keep our historic data?
Yes, transaction history can normally be brought across, though how far back is worth doing depends on your VAT and reporting requirements. We agree the scope before starting.
When is the best time to migrate?
The start of a financial year is cleanest, and the start of a VAT quarter is the next best option. Mid-period migrations are possible but need more reconciliation work.
How do you check that migrated accounting data is complete?
The agreed checks compare opening and closing balances, control accounts, unpaid customer and supplier items, VAT information and selected reports between the old and new systems before sign-off.
Is system migration the same as finance automation?
No. Migration moves agreed data and processes from one accounting environment to another. Automation redesigns recurring workflows; it may follow a migration, but it is a separate scope and decision.
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Let's talk about Accounting System Migration
Tell us the current and target systems, required history, reporting obligations and preferred cutover date. We will assess the data, define reconciliation checks and agree responsibilities.
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